Knowledge Base: Visibility and Editing Matrix

All articles regardless of status are visible to all Technicians, KB Candidates, KB Contributors, and Knowledge Publishers. The matrix below spells out the visibility for all consumers of TDX Knowledge. 

  • Technicians are people who have access to the Users (TDNext) area of the TeamDynamix platform.
  • Client is anyone who has access to the Client Portal area of the TeamDynamix platform but not TDNext.

The matrix also spells out who can edit which articles according to the combination of their Status and Ownership.

Knowledge Base visibility and editing matrix
Status Purdue IT Technician KB Candidates KB Contributors (Team Leads) Knowledge Publishers Anyone
Not Submitted

Can view

 Can view. Can edit if they are owner or group member. Can view. Can edit if owner or group member. Can view. Can edit. No access.
Submitted Can view Can view. Can view. Can edit if owner or group member. Can approve. Can view. Can edit. Can approve. No access.
Rejected Can view. Can view. Can view. Can edit if owner. Can view. Can edit.  No access.
Approved (not published) Can view. Can view. Can view. Can edit if owner. Can view. Can edit. Can publish. No access.
Approved (published) Can view. Can view. Can view, can edit if owner. Can view, can edit. Can view.
Archived. Can view. Can view. Can view. Can edit if owner. Can view. Can edit. No access.

Still need help?  Click the 'Purdue IT Request' button to start a ticket.

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Details

Article ID: 628
Created
Mon 4/1/24 2:47 PM
Modified
Mon 4/1/24 2:48 PM

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